Doyle Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16.5M | Sell |
71,303
-515
| -0.7% | -$119K | 1.41% | 23 |
|
|
2022
Q2 | $17.7M | Buy |
71,818
+381
| +0.5% | +$94.1K | 1.43% | 22 |
|
|
2022
Q1 | $17.7M | Buy |
71,437
+1,488
| +2% | +$368K | 1.27% | 29 |
|
|
2021
Q4 | $18.8M | Buy |
69,949
+851
| +1% | +$228K | 1.35% | 27 |
|
|
2021
Q3 | $16.7M | Buy |
69,098
+1,187
| +2% | +$286K | 1.32% | 29 |
|
|
2021
Q2 | $15.7M | Buy |
67,911
+5,321
| +9% | +$1.23M | 1.3% | 30 |
|
|
2021
Q1 | $14M | Buy |
62,590
+662
| +1% | +$148K | 1.34% | 29 |
|
|
2020
Q4 | $13.3M | Buy |
61,928
+1,891
| +3% | +$406K | 1.35% | 28 |
|
|
2020
Q3 | $13.2M | Buy |
60,037
+2,694
| +5% | +$591K | 1.53% | 25 |
|
|
2020
Q2 | $10.6M | Buy |
57,343
+5,005
| +10% | +$923K | 1.39% | 33 |
|
|
2020
Q1 | $8.65M | Buy |
52,338
+4,518
| +9% | +$747K | 1.38% | 36 |
|
|
2019
Q4 | $9.45M | Buy |
47,820
+6,356
| +15% | +$1.26M | 1.18% | 39 |
|
|
2019
Q3 | $8.9M | Buy |
41,464
+1,083
| +3% | +$233K | 1.23% | 38 |
|
|
2019
Q2 | $8.39M | Buy |
40,381
+338
| +0.8% | +$70.2K | 1.16% | 37 |
|
|
2019
Q1 | $8.01M | Buy |
40,043
+4,404
| +12% | +$881K | 1.16% | 37 |
|
|
2018
Q4 | $6.33M | Buy |
35,639
+1,636
| +5% | +$290K | 1.07% | 35 |
|
|
2018
Q3 | $5.69M | Sell |
34,003
-1,026
| -3% | -$172K | 0.88% | 41 |
|
|
2018
Q2 | $5.49M | Buy |
35,029
+662
| +2% | +$104K | 0.91% | 41 |
|
|
2018
Q1 | $5.37M | Buy |
34,367
+1,564
| +5% | +$245K | 0.9% | 40 |
|
|
2017
Q4 | $5.65M | Sell |
32,803
-914
| -3% | -$157K | 0.95% | 37 |
|
|
2017
Q3 | $5.28M | Sell |
33,717
-45
| -0.1% | -$7.05K | 0.92% | 39 |
|
|
2017
Q2 | $5.17M | Buy |
33,762
+4,818
| +17% | +$738K | 0.96% | 39 |
|
|
2017
Q1 | $3.75M | Buy |
+28,944
| New | +$3.75M | 0.76% | 44 |
|